Kennedy Investment Group’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $719K | Buy |
12,265
+20
| +0.2% | +$1.17K | 0.31% | 74 |
|
|
2025
Q1 | $735K | Buy |
12,245
+22
| +0.2% | +$1.32K | 0.34% | 74 |
|
|
2024
Q4 | $639K | Buy |
+12,223
| New | +$639K | 0.29% | 78 |
|
|
2023
Q4 | – | Sell |
-5,011
| Closed | -$211K | – | 125 |
|
|
2023
Q3 | $211K | Buy |
5,011
+8
| +0.2% | +$336 | 0.13% | 110 |
|
|
2023
Q2 | $227K | Buy |
5,003
+49
| +1% | +$2.22K | 0.13% | 105 |
|
|
2023
Q1 | $221K | Sell |
4,954
-481
| -9% | -$21.5K | 0.14% | 107 |
|
|
2022
Q4 | $248K | Buy |
+5,435
| New | +$248K | 0.16% | 101 |
|